Car makers for the most part don't build their own cell factories. They do invest in battery pack factories.
However, there are major supply contracts being signed all the time. The major battery producers, Panasonic, CATL, LG, SK, Samsung SDI and even BYD. GM and LG have a major partnership and are building a factory in Ohio. SK is trying to build a factory in the US as well.
At the same time you have many new players coming onto the market. Tesla themselves are the most relevant. There are also major European projects, such as Northvolt (former Tesla guys from Giga Nevada) but also others like GigaVaasa. Northvolt will also build a large factory in Sweden, and a somewhat smaller one in Germany. CATL is building battery factories in Czech Republic and expanding existing factories.
There represent long term off-take agreements between car manufactures and cell providers.
Pretty much all of these have large contracts and are building factories all over the place.
All that said, nobody is as aggressive as Tesla with their targets. In fact, a good argument can be made that everybody else is copying the Tesla Gigafactory as a model. Even calling them Gigafactories and targeting the same sort of output levels.
In terms of car makers Tesla (and BYD) are the ones vertically integrating the battery.
However, there are major supply contracts being signed all the time. The major battery producers, Panasonic, CATL, LG, SK, Samsung SDI and even BYD. GM and LG have a major partnership and are building a factory in Ohio. SK is trying to build a factory in the US as well.
At the same time you have many new players coming onto the market. Tesla themselves are the most relevant. There are also major European projects, such as Northvolt (former Tesla guys from Giga Nevada) but also others like GigaVaasa. Northvolt will also build a large factory in Sweden, and a somewhat smaller one in Germany. CATL is building battery factories in Czech Republic and expanding existing factories.
There represent long term off-take agreements between car manufactures and cell providers.
Pretty much all of these have large contracts and are building factories all over the place.
All that said, nobody is as aggressive as Tesla with their targets. In fact, a good argument can be made that everybody else is copying the Tesla Gigafactory as a model. Even calling them Gigafactories and targeting the same sort of output levels.
In terms of car makers Tesla (and BYD) are the ones vertically integrating the battery.